Publisher's Synopsis
Angel investor and former wall street derivatives' trader Natalie Levy shares her story of stepping into independence, authenticity, and financial influence.
This book shares accessible angel investment education interwoven with a mission-driven focus. Natalie shares pushback and #metoo moments experienced to realization and rebuilding following the deep loss of her mother to suicide. She launches an angel investment group supporting and skilling women to confidence, influence, and action, which she details through storytelling around her learnings and portfolio investments.
Personal stories are interwoven with resilient actions and perspective. She discovers her path is finance, but showing up in a more rewarding and aligned way than she previously experienced under others' leadership.
She shares investment insight in a digestible way with examples such as choosing to allocate to her 401(k) vs spending $34 for a SoulCycle class in her New York City years. She additionally shares investor-specific examples such as advocacy for better tax treatment, recognizing how the US tax codes work. She speaks to specific investments and learnings from her 40+ angel investments - which has averaged more than 20x returns across the 4 exit opportunities she experienced.
Natalie has lectured and workshopped angel investment theory and education to a number of universities and ecosystems. Women she connects with contemplating entering the private investment arena often inquire how they can position themselves to be investment-ready and gain the confidence needed to allocate capital privately.
"Do the thing and it will change your mindset."
No prior investment knowledge is required. Concepts are presented in an approachable and accessible way.
Why you need this book:
- Invest in Yourself!
- Learn angel investing framework to make more informed decisions regarding your investment portfolio and career decisions
- Identify the right path for you
- Step into influence alongside establishing your investor mindset
- Uncover the type of investor you want to be
- Level up your investment decision making, your network, and your portfolio
- Hear stories from others stepping into their financial influence through participation and first checks
